ZIG
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Zuckerman Investment Group’s Vanguard Energy ETF VDE Stock Holding History

Zuckerman Investment Group’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5M Sell
116,824
-380
-0.3% -$61.6K 1.48% 28
2026
Q1 		$20.3M Sell
117,204
-222
-0.2% -$33.6K 1.9% 21
2025
Q4 		$14.8M Buy
117,426
+2,103
+2% +$264K 1.32% 32
2025
Q3 		$14.5M Sell
115,323
-3,661
-3% -$451K 1.34% 28
2025
Q2 		$14.2M Buy
118,984
+2,423
+2% +$282K 1.37% 30
2025
Q1 		$15.1M Sell
116,561
-5,986
-5% -$756K 1.62% 27
2024
Q4 		$15.2M Buy
122,547
+2,279
+2% +$290K 1.46% 27
2024
Q3 		$14.7M Buy
120,268
+454
+0.4% +$56.8K 1.51% 27
2024
Q2 		$15.3M Buy
119,814
+598
+0.5% +$77.8K 1.77% 21
2024
Q1 		$15.7M Buy
119,216
+3,952
+3% +$474K 1.78% 24
2023
Q4 		$13.5M Sell
115,264
-1,358
-1% -$163K 1.75% 25
2023
Q3 		$14.8M Sell
116,622
-319
-0.3% -$39.1K 2.11% 22
2023
Q2 		$13.2M Sell
116,941
-1,454
-1% -$164K 1.89% 21
2023
Q1 		$13.5M Buy
118,395
+871
+0.7% +$103K 2.05% 19
2022
Q4 		$14.3M Buy
117,524
+368
+0.3% +$44.8K 2.25% 17
2022
Q3 		$11.9M Buy
117,156
+53
+0% +$5.64K 2.23% 17
2022
Q2 		$11.6M Buy
117,103
+4,510
+4% +$505K 2.12% 20
2022
Q1 		$12.1M Sell
112,593
-409
-0.4% -$39.4K 1.94% 19
2021
Q4 		$8.77M Buy
113,002
+2,470
+2% +$196K 1.36% 35
2021
Q3 		$8.17M Sell
110,532
-1,157
-1% -$80.7K 1.35% 30
2021
Q2 		$8.48M Buy
111,689
+834
+0.8% +$60.4K 1.34% 29
2021
Q1 		$7.54M Buy
110,855
+1,755
+2% +$112K 1.24% 33
2020
Q4 		$5.66M Sell
109,100
-1,565
-1% -$73.2K 1.04% 38
2020
Q3 		$4.46M Sell
110,665
-327
-0.3% -$15.6K 0.99% 38
2020
Q2 		$5.58M Buy
110,992
+2,542
+2% +$125K 1.32% 30
2020
Q1 		$4.14M Buy
+108,450
New +$6.88M 1.21% 32

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Zuckerman Investment Group's VDE Position: Q2 2026 in Review

Zuckerman Investment Group reduced its Vanguard Energy ETF (VDE) stake by 0.32% in Q2 2026, selling an estimated $61.6K and leaving 116,824 shares worth $17.5M. The position accounts for 1.48% of the portfolio, ranked #28.

Zuckerman Investment Group first reported a position in VDE in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.3M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Zuckerman Investment Group held 116,824 shares of Vanguard Energy ETF worth $17.5M as of Q2 2026.
  • Zuckerman Investment Group sold 380 Vanguard Energy ETF shares in Q2 2026, an estimated $61.6K.
  • Vanguard Energy ETF made up 1.48% of Zuckerman Investment Group's portfolio in Q2 2026, its #28 holding.
  • Zuckerman Investment Group first reported a position in Vanguard Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • Zuckerman Investment Group's Vanguard Energy ETF position peaked at $20.3M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.